Broker Check
Betty Harris Custer, CFP®, CRPC

Betty Harris Custer, CFP®, CRPC

Founder & Managing Partner

Betty Harris Custer boasts nearly 50 years of financial planning experience as a member of senior management for several national firms before founding her own firm in 1981.

Custer joined Lincoln Financial Advisors (LFA) in 1984 as one of its first female regional managers.  She is a lifetime member of The Resource Group, composed of LFA’s top financial planners. Custer also holds the CERTIFIED FINANCIAL PLANNER™  and Chartered Retirement Planning Counselor certifications.

Betty Harris Custer takes seriously the commitment to contribute to the community where she lives.  She currently serves as: 

  • Past Chair, Overture Center for the Arts Foundation Board
  • Chair, Lussier Community Education Center (LCEC) Development Council
  • Chazen Museum of Art’s Advisory Council 
  • Capital Campaigns Ambassador, Art Lit Lab
  • Capital Campaign Ambassador, the Literacy Network of Dane County
  • Member, Task Force on Revitalization of Downtown Madison
  • Advisor, Isthmus Reinvention

Additionally, Betty Harris Custer has earned the following awards/honors for her tireless community work:

  • The National Philanthropy Day Volunteer of the Year Award¹ 
  • The National Community Leadership Award², Invest In Others Foundation
  • 2016 Lifetime Achievement Award, In Business Magazine Women of Industry awards3 
  • 2015 Featured in Women in Insurance and Financial Services (WIFS) book “Financial Services: Women at the Top”
  • 2012-2020 Circle of Excellence Award, Women in Insurance and Financial Services (WIFS)
  • 2010 Woman of Distinction4, YWCA Madison, Wisconsin
  • 2010 Supporters of the Arts5 (Custer and J. Corkey Custer), Wisconsin Governor James Doyle
  • 2007 Professional Businesswoman of the Year6, Wisconsin Business Women’s Expo

Nominees for the National Philanthropy Day Volunteer Fundraiser award must have demonstrated “exceptional skills in coordinating and motivating groups of volunteers for one or more major fundraising projects for the benefit of a charitable institution while advancing philanthropy.”
2Financial advisors nominated for the Invest in Others Foundation’s Community Leadership Award are volunteers at a non-profit organization who have made outstanding contributions for at least five years and served “with distinction.”
3Nominees for In Business magazine’s 2016 “Women of Industry” awards must have imparted “a significant impact on their respective industries.”
4Nominees for the YWCA-Madison’s Woman of Distinction award will have made “outstanding achievements in their field of endeavor “and those achievements must “be supportive of YWCA ideals.”
5Nominees for the Wisconsin Governor’s Award in Support of the Arts must have carried out “extraordinary contributions” as “arts leaders and patrons to the vitality of the arts in their communities.”
6Nominees for the 2007 Professional Businesswoman of the Year award presented at that year’s Wisconsin Business Women’s Expo will describe the nature of their professional career and/or business ownership and indicators of their success; identify how they use professional and personal networks; describe how they are a leader in giving back to the community; provide examples of how they serve as a role model for women in the community; and identify the key components of their “balanced life.”7See 5.